FCG

Financial Connections Group Portfolio holdings

AUM $256M
1-Year Est. Return 13.2%
This Quarter Est. Return
1 Year Est. Return
+13.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$2.29M
3 +$1.02M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$867K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$469K

Top Sells

1 +$1.24M
2 +$382K
3 +$245K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$178K
5
MSFT icon
Microsoft
MSFT
+$148K

Sector Composition

1 Technology 3.59%
2 Financials 1.68%
3 Healthcare 0.9%
4 Consumer Discretionary 0.75%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$9K 0.01%
396
177
$9K 0.01%
+117
178
$9K 0.01%
206
179
$8K 0.01%
350
180
$8K 0.01%
+1,054
181
$8K 0.01%
100
182
$8K 0.01%
+184
183
$7K 0.01%
+242
184
$7K 0.01%
334
185
$7K 0.01%
597
+15
186
$7K 0.01%
318
+4
187
$7K 0.01%
100
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$7K 0.01%
191
-50
189
$7K 0.01%
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+142
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$6K ﹤0.01%
200
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$6K ﹤0.01%
614
+19
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$6K ﹤0.01%
31
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$6K ﹤0.01%
115
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$6K ﹤0.01%
+200
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$5K ﹤0.01%
60
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$5K ﹤0.01%
+300
197
$5K ﹤0.01%
537
+4
198
$5K ﹤0.01%
300
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$5K ﹤0.01%
17
200
$5K ﹤0.01%
+93